Lev Marcus
Portfolio Manager
"A good portfolio is more than a long list of good stocks and bonds. It is a balanced whole, providing the investor with protections and opportunities with respect to a wide range of contingencies."
Harry Markowitz
What inspires me
Modern financial markets are some of the most complex and expansive systems ever designed. Many of our decisions in life are affected by market forces. I have always wanted to understand “why” whether it is in the physical world or the financial.
How I impact my clients
I serve clients and advisors by uniting their unique investment objectives with specific portfolio implementation.
On the weekends
On weekends, you can find me exploring the PNW for scenic views and savory soup. During the spring and summer, I coach pole vault for high schools around Seattle . Outside of coaching, my brother Cary and I compete in combat robotics events, deconstructing meticulously designed robots in front of cheering crowds.
Personal Affiliations
- Chartered Financial Analyst (CFA) Charterholder
- Member, CFA Institute
- Member, CFA Society Seattle
- USA Track and Field
Education
- Bachelor of Science, Comprehensive Physics and Astronomy, University of Washington
- Chartered Financial Analyst, CFA Institute
